Michael Peterson
Michael Peterson is a registered investment advisor at LPL Financial LLC, based in Barneveld, WI, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
100 Ernie Drive, Barneveld, WI, 53507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells non-variable insurance products, including long-term care, Medicare supplements, and health insurance, since 2003. He is also a dual employee of a bank and LPL, spending nearly full-time there, and serves as Village Board President, dedicating minimal time. Additionally, he operates under the DBA PCB Wealth Management and is involved with Ash Brokerage, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed, INC.Broker
State Registrations15 states
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